Isitokhwe sokuqala sokuqhuba esizimeleyo kwihlabathi sibhengeze ngokusemthethweni ukucinywa kwaso!
Ngomhla we-17 kaJanuwari, ixesha lendawo, inkampani yeloli ye-self-driving i-TuSimple yathi kwingxelo ukuba iya kukhupha ngokuzithandela kwi-Nasdaq Stock Exchange kwaye igqibe ukubhaliswa kwayo kunye ne-US Securities and Exchange Commission (SEC). Kwiintsuku ezili-1,008 emva koluhlu lwayo, iTuSimple yabhengeza ngokusesikweni ukucinywa kwayo, yaba yinkampani yokuqala yehlabathi eqhuba ezizimeleyo ukuba ilucime ngokuzithandela.
Emva kokubhengezwa kweendaba, ixabiso lesabelo seTuSimple lehla ngaphezulu kwe-50%, ukusuka kwi-72 yeesenti ukuya kwi-35 yeesenti (malunga ne-RMB 2.5). Kwincopho yenkampani, ixabiso lesitokhwe laliyi-US $ 62.58 (malunga ne-RMB 450.3), kwaye ixabiso lesitokhwe lancipha malunga ne-99%.
Ixabiso lemarike yeTuSimple lidlule kwi-US$12 yeebhiliyoni (malunga ne-RMB 85.93 yeebhiliyoni) kwincopho yayo. Ukusukela namhlanje, ixabiso lemarike yenkampani yi-US $ 87.1516 yezigidi (malunga ne-RMB 620 yezigidi), kwaye ixabiso layo lemarike liye lanyuka ngaphezu kwe-US $ 11.9 yebhiliyoni (malunga ne-RMB 84.93 yezigidigidi).
UTuSimple uthe, “Iinzuzo zokuhlala njengenkampani yoluntu azisachazi iindleko. Okwangoku, inkampani iqhuba inguqu ekholelwa ukuba ingakwazi ukuhamba kakuhle njengenkampani yabucala kunenkampani yoluntu. "
I-TuSimple kulindeleke ukuba ikhuphe ubhaliso kunye neKhomishini yezoKhuseleko kunye noTshintshiselwano lwase-US ngoJanuwari 29, kwaye usuku lwayo lokugqibela lokurhweba kwi-Nasdaq kulindeleke ukuba lube nge-7 kaFebruwari.
Yasekwa ngo-2015, iTuSimple yenye yezinto zokuqala eziziqhubayo zokuqhuba iilori kwimarike. Ngomhla we-15 ku-Epreli, ngo-2021, inkampani yadweliswa kwi-Nasdaq e-United States, yaba sisitokhwe sokuqala sokuqhuba esizimeleyo, kunye nomnikelo wokuqala woluntu we-US$1 yebhiliyoni (malunga ne-RMB 71.69 yebhiliyoni) eUnited States. Nangona kunjalo, inkampani iye yajongana nezithintelo ukusukela kuluhlu lwayo. Ifumene uthotho lweziganeko ezinje ngokuphononongwa zii-arhente ezilawulayo zase-US, isiphithiphithi solawulo, ukudilizwa kunye nohlengahlengiso, kwaye ngokuthe ngcembe ifikelele kwinqanaba.
Ngoku, inkampani iye yalususa kuluhlu e-United States kwaye yatshintshela kuphuhliso lwayo lwaya e-Asia. Kwangaxeshanye, inkampani iye yatshintsha ukusuka ekwenzeni kuphela i-L4 ukwenza zombini i-L4 kunye ne-L2 ngokuhambelanayo, kwaye sele isungule ezinye iimveliso.
Kunokuthiwa iTuSimple ihoxisa ngokusebenzayo kwimarike yase-US. Njengoko umdla wotyalo-mali wabatyali-mali uphela kwaye inkampani ifumana utshintsho oluninzi, utshintsho lweqhinga le-TuSimple lunokuba yinto entle kwinkampani.
01.Inkampani ibhengeze utshintsho kunye nohlengahlengiso ngenxa yezizathu zokucima
Isibhengezo esikhutshwe kwiwebhusayithi esemthethweni ye-TuSimple sibonisa ukuba ngexesha le-17 lendawo, i-TuSimple yagqiba ekubeni ikhuphe ngokuzithandela izabelo eziqhelekileyo zenkampani kwi-Nasdaq kunye nokuphelisa ukubhaliswa kwezabelo eziqhelekileyo zenkampani kunye ne-US Securities and Exchange Commission. Izigqibo zokucinywa kuluhlu kunye nokucinywa kubhaliso zenziwa yikomiti ekhethekileyo yebhodi yabalawuli benkampani, eyenziwe ngabalawuli abazimeleyo.
I-TuSimple ijonge ukufaka iFomu 25 kunye neKhomishini yoKhuseleko kunye noTshintshiselwano lwase-US ngomhla okanye malunga ne-29 kaJanuwari 2024, kwaye usuku lokugqibela lokurhweba lwesitokhwe salo esiqhelekileyo eNasdaq kulindeleke ukuba sibe malunga ne-7 kaFebruwari 2024.
Ikomiti ekhethekileyo yebhodi yabalathisi bale nkampani yafumanisa ukuba ukucinywa kuluhlu kunye nokucinywa kubhaliso kwakuyeyona nto ilungileyo kwinkampani nakubanini-zabelo. Ukususela kwi-IPO ye-TuSimple ngo-2021, iimarike ze-capital ziye zatshintsha kakhulu ngenxa yokunyuka kwamazinga enzala kunye nokuqiniswa kwamanani, ukuguqula indlela abatyali-mali abajonga ngayo iinkampani zokukhula kweteknoloji yangaphambili. Uqikelelo lwexabiso lwenkampani kunye nokungabi namali yakuhlawula amatyala kwehlile, ngelixa ukuguquguquka kwexabiso lezabelo zenkampani kunyuke kakhulu.
Ngenxa yoko, iKomiti eKhethekileyo ikholelwa ukuba izibonelelo zokuqhubeka njengenkampani yoluntu azisachanekanga iindleko zayo. Njengoko bekutshiwo ngaphambili, iNkampani isenza utshintsho ekholelwa ukuba ingakwazi ukuhamba kakuhle njengenkampani yabucala kunenkampani yoluntu.
Ukusukela ngoko, “eyokuqala isitokhwe sokuqhuba ezizimeleyo” ehlabathini iye yarhoxa ngokusesikweni kwimarike yaseMelika. Ukucinywa kweTuSimple ngeli xesha kwakungenxa yezizathu zokusebenza kunye nesiphithiphithi solawulo kunye nohlengahlengiso lotshintsho.
02.Isiphithiphithi esasikade sisaziwa kwizinga eliphezulu bonakalise ngamandla ethu amandla.
NgoSeptemba 2015, u-Chen Mo kunye noHou Xiaodi ngokudibeneyo baseka iTuSimple, begxininisa ekuphuhliseni izisombululo zeloli ze-L4 ezingenamqhubi.
I-TuSimple ifumene utyalo-mali oluvela eSina, Nvidia, Zhiping Capital, Composite Capital, CDH Investments, UPS, Mando, njl.
Ngo-Epreli ka-2021, iTuSimple yadweliswa kwiNasdaq e-United States, yaba “yeyokuqala isitokhwe sokuqhuba esizimeleyo” kwihlabathi. Ngelo xesha, izabelo ze-33.784 yezigidi zakhutshwa, ziphakamisa i-US $ 1.35 yezigidigidi (malunga ne-RMB 9.66 billion).
Kwincopho yayo, ixabiso lemarike yeTuSimple lidlule kwi-US$12 yeebhiliyoni (malunga ne-RMB 85.93 yeebhiliyoni). Ukusukela namhlanje, ixabiso lemarike yenkampani lingaphantsi kwe-US $ 100 yezigidi (malunga ne-RMB 716 yezigidi). Oku kuthetha ukuba kwiminyaka emibini, ixabiso lemarike le-TuSimple liye laba ngumphunga. Ngaphezu kwama-99%, ehla amashumi eebhiliyoni zeedola.
Ingxabano yangaphakathi yeTuSimple yaqala ngo-2022. Ngomhla wama-31 ku-Okthobha ka-2022, ibhodi yabalawuli be-TuSimple yabhengeza ukugxothwa kuka-Hou Xiaodi, i-CEO yenkampani, umongameli, kunye ne-CTO, kunye nokuchithwa kwesikhundla sakhe njengosihlalo webhodi yabalawuli.
Ngeli xesha, u-Ersin Yumer, usekela-mongameli we-TuSimple olawulayo wemisebenzi, wathatha okwethutyana izikhundla ze-CEO kunye nomongameli, kwaye inkampani yaqala ukukhangela umgqatswa omtsha we-CEO. Ukongeza, uBrad Buss, umlawuli ozimeleyo weTuSimple, wamiselwa njengosihlalo webhodi yabalawuli.
Ingxabano yangaphakathi inxulumene nophando oluqhubekayo lwekomiti yophicotho-zincwadi yebhodi, olukhokelele ekubeni ibhodi ibone kuyimfuneko ukutshintshwa kweCEO. Ngaphambili ngoJuni ka-2022, u-Chen Mo wabhengeza ukusekwa kweHydron, inkampani ezinikele kuphando kunye nophuhliso, ukuyila, ukuveliswa kunye nokuthengisa iilori ezinzima ze-hydrogen ezixhotywe ngenqanaba le-L4 lemisebenzi yokuqhuba yokuzimela kunye neenkonzo ze-hydrogenation, kwaye yagqiba imijikelo emibini yenkxaso-mali. . , isixa-mali esipheleleyo semali sadlula i-US $ 80 yezigidi (malunga ne-RMB 573 yezigidi), kwaye ixabiso lemali langaphambili lafikelela kwi-US $ 1 yebhiliyoni (malunga ne-RMB 7.16 yezigidigidi).
Iingxelo zibonisa ukuba iUnited States iphanda ukuba ngaba iTuSimple ilahlekise abatyali-mali ngokuxhasa ngemali kunye nokudlulisa iteknoloji kwiHydron. Kwangaxeshanye, ibhodi yabalawuli iphinda iphande ubudlelwane phakathi kolawulo lwenkampani kunye neHydron.
U-Hou Xiaodi wakhalaza ukuba ibhodi yabalawuli ivotele ukumsusa njenge-CEO kunye nosihlalo webhodi yabalawuli ngaphandle kwesizathu ngo-Oktobha 30. Iinkqubo kunye nezigqibo zazingabaza. "Ndiye ndacaca ngokupheleleyo kubomi bam bobugcisa kunye nobuqu, kwaye ndibambisene ngokupheleleyo nebhodi kuba akukho nto ndiyifihlayo.
Ngomhla we-11 kaNovemba ka-2022, uTuSimple wafumana ileta evela kumnini-zabelo omkhulu echaza ukuba owayesakuba yi-CEO uLu Cheng uza kubuyela kwisikhundla se-CEO, kwaye umseki wenkampani u-Chen Mo uza kubuya njengosihlalo.
Ukongeza, ibhodi yabalawuli beTuSimple nayo iye yatshintsha kakhulu. Ababambisene nabo basebenzisa amalungelo aphezulu okuvota ukususa uBrad Buss, uKaren C. Francis, uMichelle Sterling kunye noReed Werner kwibhodi yabalawuli, beshiya kuphela uHou Xiaodi njengomlawuli. Nge-10 kaNovemba ka-2022, uHou Xiaodi wonyula u-Chen Mo kunye no-Lu Cheng njengamalungu ebhodi yabalawuli benkampani.
Xa uLu Cheng ebuyela kwisikhundla se-CEO, wathi: "Ndibuyela kwisikhundla se-CEO ngombono wokukhawuleza ukubuyisela inkampani yethu kwindlela. Kulo nyaka uphelileyo, siye safumana isiphithiphithi, kwaye ngoku kufuneka sizinzise ukusebenza kunye ubuyise intembeko yabatyali-zimali, kwaye unike iqela elinetalente laseTucson ngenkxaso nobunkokeli obulifaneleyo. "
Nangona umlo wangaphakathi wehla, wonakalise kakhulu amandla kaTuSimple.
Idabi elimanyumnyezi langaphakathi liye lakhokelela ekuqhawukeni kobudlelwane be-TuSimple kunye ne-Navistar International, iqabane layo lokuphuhlisa iilori eziziqhubayo, emva kobudlelwane beminyaka emibini enesiqingatha. Ngenxa yolu ngquzulwano, iTuSimple ayizange ikwazi ukusebenza kakuhle nabanye abavelisi bezixhobo zokuqala (i-OEMs) kwaye kwafuneka ixhomekeke kubaxhasi beSigaba 1 ukuba babonelele ngolawulo olungafunekiyo, ukuqhobosha kunye nezinye izinto ezibalulekileyo ezifunekayo ukuze iilori zisebenze ngokuzimeleyo. .
Isiqingatha sonyaka emva kokuphela komlo wangaphakathi, uHou Xiaodi wabhengeza ukurhoxa kwakhe. Ngo-Matshi 2023, uHou Xiaodi wathumela isitatimende kwi-LinkedIn: "Ekuqaleni namhlanje ekuseni, ndayeka ngokusemthethweni kwibhodi yabalawuli beTuSimple, esebenza ngokukhawuleza. Ndisakholelwa ngokuqinisekileyo kumandla amakhulu okuqhuba ngokuzimeleyo, kodwa ndicinga ukuba ngoku. ixesha lam lokuba Ibilixesha elifanelekileyo lokushiya inkampani. "
Ngeli xesha, isiphithiphithi solawulo seTuSimple siphelile ngokusemthethweni.
03.
I-L4 L2 i-parallel business transfer to Asia-Pacific
Emva kokuba umseki kunye nenkampani u-CTO Hou Xiaodi eshiye, watyhila isizathu sokuhamba kwakhe: abaphathi bafuna ukuba iTucson iguqule ibe yi-L2-level drive ehlakaniphile, eyayingahambelani neminqweno yakhe.
Oku kubonisa injongo yeTuSimple yokuguqula nokulungelelanisa ishishini layo kwixesha elizayo, kunye nophuhliso olulandelayo lwenkampani luye lwacacisa ngakumbi ulwalathiso lwayo lohlengahlengiso.
Eyokuqala kukutshintsha ingqwalasela yoshishino iye eAsia. Ingxelo engeniswe nguTuSimple kwiKhomishini yezoKhuseleko kunye noTshintshiselwano yase-US ngoDisemba 2023 ibonise ukuba inkampani iya kugxotha abasebenzi abali-150 eUnited States, malunga ne-75% yenani lilonke labasebenzi eUnited States kunye ne-19% yenani lilonke labasebenzi. abasebenzi behlabathi. Olu lucutho olulandelayo lweTuSimple lokucuthwa kwabasebenzi emva kokuyeka emsebenzini ngoDisemba ka-2022 nangoMeyi ka-2023.
Ngokutsho kweWall Street Journal, emva kokudilizwa ngoDisemba 2023, iTuSimple iya kuba nabasebenzi abangama-30 kuphela eUnited States. Baya kuba noxanduva lomsebenzi wokuvala ishishini le-TuSimple yase-US, ngokuthe ngcembe bathengise ii-asethi ze-US zenkampani, kwaye bancedise inkampani ekufudukeleni kummandla we-Asia-Pacific.
Ngexesha lokudilizwa kaninzi e-United States, ishishini laseTshayina alizange lichaphazeleke kwaye endaweni yoko laqhubeka nokwandisa ukuqeshwa kwalo.
Ngoku ukuba i-TuSimple ibhengeze ukuchithwa kwayo e-United States, kunokuthiwa kukuqhubekeka kwesigqibo sayo sokutshintshela kummandla we-Asia-Pacific.
Okwesibini kukuthathela ingqalelo zombini i-L2 kunye ne-L4. Ngokumalunga ne-L2, i-TuSimple ikhuphe i-TS-Box ye-"Big Sensing Box" ngo-Epreli 2023, enokusetyenziswa kwiimoto zorhwebo kunye neemoto zabagibeli kwaye inokuxhasa i-L2 + inqanaba lokuqhuba ngokukrelekrele. Ngokwezinzwa, ikwaxhasa i-4D millimeter wave radar okanye i-lidar, exhasa ukuya kuthi ga kwinqanaba le-L4 lokuqhuba ngokuzimeleyo.
Ngokumalunga ne-L4, i-TuSimple ibango lokuba iya kuthatha indlela ye-multi-sensor fusion + i-pre-installed mass mass vehicles, kwaye ikhuthaze ngokuqinileyo ukuthengiswa kweelori ze-L4 ezizimeleyo.
Okwangoku, iTucson ifumene ibhetshi yokuqala yeelayisenisi zovavanyo lwendlela ezingaqhubi kweli lizwe, kwaye iqale yavavanya ngaphambili iilori ezingaqhubi eJapan.
Nangona kunjalo, iTuSimple yatsho kudliwanondlebe ngo-Epreli ka-2023 ukuba i-TS-Box ekhutshwe nguTuSimple ayikafumani abathengi abakhethiweyo kunye nabathengi abanomdla.
04. Isiphelo: Inguqu ekuphenduleni utshintsho lwemarikeUkusukela ekusekweni kwayo, iTuSimple ibitshisa imali. Ingxelo yezemali ibonisa ukuba i-TuSimple ilahlekelwe yilahleko enkulu ye-US $ 500,000 (malunga ne-RMB 3.586 yezigidi) kwiikota ezintathu zokuqala ze-2023. Nangona kunjalo, ukususela ngoSeptemba 30, i-2023, i-TuSimple isabambe i-US $ 776.8 yezigidi (malunga ne-RMB yezigidigidi ze-5.56) kwi-5.56 yezigidigidi zemali. , ukulingana kunye notyalo-mali.
Njengoko umdla wotyalo-mali wabatyali-mali uthotha kwaye iiprojekthi ezingenzi ngeniso ziye zinciphe ngokuthe ngcembe, isenokuba lukhetho oluhle kwi-TuSimple ukuba ikhuphe uluhlu e-United States, itshitshise amasebe, itshintshe ugxininiso lwayo lophuhliso, kwaye iphuhlisele kwimarike yorhwebo ye-L2.
Ixesha lokuposa: Jan-26-2024